13FBOX
EATON VANCE INCOME OPPORTUNITIES ETF · 13F 机构持仓分析
期权收益计算器 机构排行
E

EATON VANCE INCOME OPPORTUNITIES ETF

XAGG
持有机构数
79
机构合计市值 (Q2 2026)
$8.47亿
机构合计股数 (Q2 2026)
1,695.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+836.9万股
66 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.5万股
15 · 7 清仓 · ≈
⚖️ 净额
+778.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.47亿
持有机构数
79
新买入
25
加仓
41
减仓
8
清仓
7
持股不变
5
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.01%#45$2.25亿449.2万股$00股+449.2万股新买入
LPL金融LPL Financial LLC
0.02%0.01%#38$8,450.6万169.0万股$5,047.3万101.6万股+67.4万股+66.33%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#44$6,211.3万124.3万股$3,667.3万73.8万股+50.5万股+68.32%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#40$6,209.8万124.2万股$4,366.0万87.9万股+36.3万股+41.29%加仓
瑞银集团UBS Group AG
0.01%0.01%#50$5,697.0万114.0万股$4,554.6万91.7万股+22.2万股+24.26%加仓
Janney Montgomery Scott LLC
0.08%0.07%#23$4,215.8万84.3万股$2,730.7万55.0万股+29.3万股+53.37%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.07%0.08%#24$4,103.4万82.1万股$3,727.4万74.9万股+7.2万股+9.66%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%<0.01%#51$3,741.0万74.8万股$2,158.8万43.5万股+31.4万股+72.15%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.33%0.35%#12$3,580.8万71.6万股$3,544.5万71.4万股+2,525股+0.35%加仓
Horizon Wealth Management, LLC
3.52%1.9%#1$2,761.6万55.2万股$1,293.3万26.0万股+29.2万股+112.13%加仓
WESBANCO 银行WESBANCO BANK INC
0.53%0.59%#10$2,132.3万42.7万股$2,118.2万42.7万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$1,536.5万30.7万股$810.0万16.3万股+14.4万股+88.43%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#43$1,404.4万28.1万股$563.4万11.3万股+16.7万股+147.61%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#49$1,382.4万27.7万股$1,300.5万26.2万股+1.5万股+5.59%加仓
CONSOLIDATED CAPITAL MANAGEMENT, LLC
3.28%3.78%#2$1,229.1万24.6万股$1,170.5万23.6万股+1.0万股+4.31%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.01%#37$1,080.4万21.6万股$290.1万5.8万股+15.8万股+269.97%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.13%0.13%#21$831.6万16.6万股$739.8万14.9万股+1.7万股+11.68%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%0.04%#32$644.3万12.9万股$645.6万13.0万股-1,130股-0.87%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.03%#31$617.3万12.3万股$344.8万6.9万股+5.4万股+78.21%加仓
FWG Holdings, LLC
2.05%2.66%#3$603.4万12.2万股$703.1万14.1万股-1.9万股-13.59%减仓
FULTON BANK, N.A.
0.23%0.09%#15$424.8万8.5万股$422.0万8.5万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#69$365.7万7.3万股$305.8万6.2万股+1.2万股+18.80%加仓
BTG Pactual Asset Management US LLC
0.21%0.23%#16$336.8万6.6万股$262.8万5.1万股+1.4万股+28.14%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.06%#27$329.7万6.6万股$00股+6.6万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#41$317.6万6.4万股$58.3万1.2万股+5.2万股+441.23%加仓
QTR Family Wealth, LLC
1.01%0.82%#5$290.6万5.8万股$197.9万3.9万股+1.9万股+48.41%加仓
Beverly Hills Private Wealth, LLC
0.44%0.48%#11$233.2万4.7万股$289.1万5.8万股-1.2万股-19.85%减仓
Stonebridge Financial Group, LLC / MO
1.53%0.25%#4$231.0万4.6万股$29.3万5,903股+4.0万股+682.74%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%#33$212.6万4.3万股$00股+4.3万股新买入
Spectrum Wealth Advisory Group, LLC
0.58%#9$204.7万4.1万股$00股+4.1万股新买入
Dynamic Advisor Solutions LLC
0.05%0.06%#30$187.1万3.7万股$176.3万3.6万股+1,926股+5.43%加仓
全球退休合伙人Global Retirement Partners, LLC
0.03%#35$185.2万3.7万股$00股+3.7万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#61$180.2万3.6万股$74.6万1.5万股+2.1万股+140.03%加仓
Next Level Private LLC
0.28%0.33%#14$141.3万2.8万股$147.3万3.0万股-1,389股-4.68%减仓
Kovack Advisors, Inc.
0.07%#25$140.4万2.8万股$00股+2.8万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$133.0万2.7万股$79.5万1.6万股+1.1万股+66.20%加仓
共同顾问Mutual Advisors, LLC
0.02%0.02%#36$131.0万2.6万股$80.7万1.6万股+9,948股+61.21%加仓
Comprehensive Wealth Management, LLC
0.59%#8$128.8万2.6万股$00股+2.6万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#66$122.0万2.4万股$101.9万2.1万股+3,895股+18.98%加仓
Miller Financial Services LLC
0.94%0.77%#6$116.9万2.3万股$70.1万1.4万股+9,260股+65.60%加仓
Madison Wealth Partners, Inc
0.14%#20$109.4万2.2万股$00股+2.2万股新买入
Wealthspire Retirement, LLC
0.06%0.03%#29$101.8万2.0万股$41.9万8,443股+1.2万股+141.23%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#64$94.6万1.9万股$49.5万9,964股+8,950股+89.82%加仓
PlanVest Financial, Inc
0.61%0.66%#7$90.8万1.8万股$86.8万1.7万股+701股+4.01%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.01%0.01%#46$83.4万1.7万股$83.8万1.7万股-184股-1.09%减仓
HENGEHOLD CAPITAL MANAGEMENT LLC
0.06%0.07%#26$80.1万1.6万股$78.3万1.6万股+242股+1.53%加仓
Wealth Management Partners, LLC
0.17%0.06%#18$71.4万1.4万股$21.0万4,227股+1.0万股+237.85%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#62$69.4万1.4万股$00股+1.4万股新买入
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#67$64.2万1.3万股$71.3万1.4万股-1,515股-10.55%减仓
Embree Financial Group
0.06%0.02%#28$58.2万1.2万股$20.2万4,062股+7,582股+186.66%加仓

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